HoldingsChannel.com
Eagle Ridge Investment Management Top Holdings
As of  06/30/2022, below is a summary of the Eagle Ridge Investment Management top holdings by largest position size, as per the latest 13f filing made by Eagle Ridge Investment Management. In the Eagle Ridge Investment Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Eagle Ridge Investment Management in that top holding, then the share count change between reporting periods, and finally the Eagle Ridge Investment Management top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
MICROSOFT CORP 154,648 +753 $39,718
     MSFT154,648+753$39,718
VANGUARD SCOTTSDALE FDS (VGSH) 654,760 +48 $38,539
     VGSH654,760+48$38,539
UNITEDHEALTH GROUP INC 72,332 -4,932 $37,152
     UNH72,332-4,932$37,152
OREILLY AUTOMOTIVE INC 44,348 -4,720 $28,017
     ORLY44,348-4,720$28,017
ALPHABET INC 11,366 +66 $24,769
     GOOGL11,366+66$24,769
SPDR SER TR (SPSB) 814,566 +15,530 $24,217
     SPSB814,566+15,530$24,217
SCHWAB CHARLES CORP 363,670 -2,169 $22,977
     SCHW363,670-2,169$22,977
STRYKER CORPORATION 93,706 +584 $18,641
     SYK93,706+584$18,641
ISHARES TR (MBB) 186,321 +180,042 $18,164
     MBB186,321+180,042$18,164
SANOFI 341,944 +215 $17,107
     SNY341,944+215$17,107
PAYPAL HLDGS INC 237,016 +4,537 $16,553
     PYPL237,016+4,537$16,553
INTEL CORP 432,283 -2,140 $16,172
     INTC432,283-2,140$16,172
VISA INC 78,396 +86 $15,435
     V78,396+86$15,435
PUBLIC STORAGE 48,608 -46 $15,198
     PSA48,608-46$15,198
META PLATFORMS INC 92,754 +91,358 $14,957
     FB92,754+91,358$14,957
VANGUARD MUN BD FDS (VTEB) 285,697 +10,294 $14,262
     VTEB285,697+10,294$14,262
SIMPSON MFG INC 135,782 -349 $13,661
     SSD135,782-349$13,661
BERKSHIRE HATHAWAY INC DEL      $13,644
     BRK.B43,983+187$12,008
     BRK.A4UNCH$1,636
BROADCOM INC 28,020 -96 $13,612
     AVGO28,020-96$13,612
HOME DEPOT INC 47,026 +251 $12,898
     HD47,026+251$12,898
AMDOCS LTD 154,572 -1,053 $12,877
     DOX154,572-1,053$12,877
TRACTOR SUPPLY CO 66,410 +211 $12,874
     TSCO66,410+211$12,874
HOLOGIC INC 185,307 -1,337 $12,842
     HOLX185,307-1,337$12,842
HUNTINGTON INGALLS INDS INC 54,774 +44 $11,931
     HII54,774+44$11,931
RAYTHEON TECHNOLOGIES CORP 123,809 +140 $11,899
     RTX123,809+140$11,899
ISHARES TR (FLOT) 234,302 -407 $11,696
     FLOT234,302-407$11,696
CME GROUP INC 56,365 +681 $11,538
     CME56,365+681$11,538
ABBOTT LABS 105,763 +1,217 $11,491
     ABT105,763+1,217$11,491
NORFOLK SOUTHN CORP 49,349 +390 $11,217
     NSC49,349+390$11,217
US BANCORP DEL 242,254 +609 $11,149
     USB242,254+609$11,149
MASTERCARD INCORPORATED 35,180 +244 $11,099
     MA35,180+244$11,099
SEMPRA 73,476 +298 $11,041
     SRE73,476+298$11,041
SOUTHERN CO 153,272 -1,132 $10,930
     SO153,272-1,132$10,930
ABBVIE INC 71,301 -831 $10,920
     ABBV71,301-831$10,920
BLACKROCK INC 17,733 +92 $10,800
     BLK17,733+92$10,800
ITT INC 156,147 +1,009 $10,499
     ITT156,147+1,009$10,499
VANGUARD MALVERN FDS (VTIP) 209,396 +6,839 $10,495
     VTIP209,396+6,839$10,495
GRUPO AEROPUERTO DEL PACIFIC 73,723 -267 $10,290
     PAC73,723-267$10,290
ISHARES TR (TIP) 89,208 +264 $10,162
     TIP89,208+264$10,162
UNITED PARCEL SERVICE INC 55,632 +514 $10,155
     UPS55,632+514$10,155
REYNOLDS CONSUMER PRODS INC 354,979 -4,884 $9,680
     REYN354,979-4,884$9,680
SPDR SER TR (SHM) 191,483 -613 $9,049
     SHM191,483-613$9,049
JPMORGAN CHASE & CO 77,707 +2,663 $8,751
     JPM77,707+2,663$8,751
TJX COS INC NEW 154,413 +2,668 $8,624
     TJX154,413+2,668$8,624
ECOLAB INC 55,781 +16,362 $8,577
     ECL55,781+16,362$8,577
BK OF AMERICA CORP 267,359 +2,388 $8,323
     BAC267,359+2,388$8,323
TRIMBLE INC 141,508 +410 $8,240
     TRMB141,508+410$8,240
DISNEY WALT CO 84,924 +2,100 $8,017
     DIS84,924+2,100$8,017
RELX PLC 291,795 +495 $7,861
     RELX291,795+495$7,861
CVS HEALTH CORP 81,929 +4,259 $7,592
     CVS81,929+4,259$7,592

See Full List: All Stocks Held By Eagle Ridge Investment Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Eagle Ridge Investment Management

Size ($ in 1000's)
At 06/30/2022: $830,143
At 03/31/2022: $938,614

Eagle Ridge Investment Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Eagle Ridge Investment Management 13F filings. Link to 13F filings: SEC filings

Eagle Ridge Investment Management Top Holdings 13F Filings | www.HoldingsChannel.com

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